Netskope offers AI Guardrails and Agentic Broker with new pricing based on transaction volume or AI agents deployed.
“We generate revenue primarily from subscriptions to our platform and products, together with related support services. We offer subscription plans that combine multiple products, and also offer separate subscriptions to individual products and platform functionalities. We have limited experience with respect to determining the optimal prices and pricing models for our subscription plans and products. We have recently introduced pricing models for certain of our AI-related offerings, such as our AI Guardrails and Agentic Broker, based on measures other than the number of human users, such as transaction volume or the number of AI agents deployed. We have limited experience with these newer pricing approaches, and if we are unable to appropriately price and monetize non-user-base capacity and agent-driven activity, our revenue growth and results of operations could be adversely affected. As the markets for our products mature, as we enter into newer product markets for our business, or as competitors introduce new products or services that compete with ours, we may adjust our subscription or pricing models (including changing the activation of services or timing of customers' payments over the course of their subscriptions) or promotional programs. Any decrease in the sales prices for access to our platform and products, without a corresponding decrease in costs or increase in sales volume, would adversely affect our revenue, gross margin, financial condition, and cash flow.”